Wealthstreet Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $20K | Hold |
|
|||||
|
2021
Q4 | $22K | Hold |
|
|||||
|
2021
Q3 | $22K | Hold |
|
|||||
|
2021
Q2 | $22K | Sell |
|
|||||
|
2021
Q1 | $1.28M | Buy |
|
|||||
|
2020
Q4 | $1.21M | Buy |
|
|||||
|
2020
Q3 | $915K | Buy |
|
|||||
|
2020
Q2 | $393K | Hold |
|
|||||
|
2020
Q1 | $383K | Hold |
|
|||||
|
2019
Q4 | $373K | Hold |
|
|||||
|
2019
Q3 | $373K | Sell |
|
|||||
|
2019
Q2 | $380K | Hold |
|
|||||
|
2019
Q1 | $372K | Buy |
|
|||||
|
2018
Q4 | $343K | Buy |
|
|||||
|
2018
Q3 | $334K | Hold |
|
|||||
|
2018
Q2 | $337K | Hold |
|
|||||
|
2018
Q1 | $340K | Hold |
|
|||||
|
2017
Q4 | $346K | Buy |
|